Root Financial Partners’s Roundhill Ether Covered Call Strategy ETF YETH Stock Holding History

Root Financial Partners’s Portfolio YETH Stock Details YETH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-65	Closed	-$740	–	3353
2026 Q1	$740	Hold	65	–	–	﹤0.01%	2723
2025 Q4	$1.14K	Buy	+65	New	+$1.33K	﹤0.01%	2080

Other funds holding YETH

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Root Financial Partners's YETH Position: Q2 2026 in Review

Root Financial Partners sold out of Roundhill Ether Covered Call Strategy ETF (YETH) in Q2 2026, closing a stake of 65 shares — an estimated $740 sold.

Root Financial Partners first reported a position in YETH in Q4 2025 and held it in 2 quarters. The position peaked at $1.14K in Q4 2025. 10 funds tracked by Wall St. Rank hold YETH as of Q2 2026.

Root Financial Partners reported no remaining Roundhill Ether Covered Call Strategy ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 65 Roundhill Ether Covered Call Strategy ETF shares in Q2 2026, an estimated $740.
Root Financial Partners first reported a position in Roundhill Ether Covered Call Strategy ETF in Q4 2025 and held it in 2 quarters.
Root Financial Partners's Roundhill Ether Covered Call Strategy ETF position peaked at $1.14K in Q4 2025.
10 funds tracked by Wall St. Rank held Roundhill Ether Covered Call Strategy ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.